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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,402 | $106,749+20.3% | $145,433-11.7% | $82,448+55.7% |
| Participation rate | 88.4% | 75.6%+12.7pp | 82.1%+6.3pp | 68.1%+20.3pp |
| Annual return | 16.63% | 27.59%-11.0pp | 66.58%-49.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $3,545 | $3,444+2.9% | $4,554-22.2% | $2,551+38.9% |
| Participant deferral / active EE | $6,862 | $6,519+5.3% | $7,897-13.1% | $4,139+65.8% |
| Admin fee / account holder | $1,475 | $8,390-82.4% | $13,129-88.8% | $7,234-79.6% |